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Peachtree City, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2015 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Dalton | GA | 10/2018 | 01/2020 |
| Qm Advisors | Atlanta | GA | 01/2020 | Present |
1. Harold Tyler Gay is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. QM Advisors LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of QM Advisors LLC in their capacity as a licensed insurance agent. 2. Harold Tyler Gay is on the Board of Trustees serving on the Annual Support Committee of the Whitfield Healthcare Foundation. The Annual Support Committee explores, recommends and assists in the implementation of programs of the Whitfield Healthcare Foundation intended to produce annual financial support for Hamilton Health Care System. 1-2 hours per month, not investment related. 3. Harold Tyler Gay is also involved with DOC-UP (Dalton Organization of Churches- United for People). 1-2 hours per month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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